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Leadership

Building a Legacy: What You Should Focus On

Amar Pandit , CFA , CFP

Being the CEO of a wealth firm is no small feat. It’s not just a title; it comes with tremendous responsibility. The role of the CEO is not merely to oversee the day-to-day opera ….Read More

November 19, 2024 | 5 Minute Read

Nano Learning

The Most Valuable Asset

Amar Pandit , CFA , CFP

Author Dan Sullivan captured a fundamental truth when he said, “The most valuable asset of any entrepreneurial organization is the confidence of the entrepreneur.”

November 15, 2024 | 2 Minute Read

Featured

How Close Are You (Really) to Your Clients?

Amar Pandit , CFA , CFP

As a financial professional, it’s easy to get lost in the numbers. In the performance reports, the spreadsheets, the market updates. But true success in this field isn’t just a ….Read More

November 12, 2024 | 5 Minute Read

Nano Learning

Are Unconscious Beliefs Controlling Your Practice?

Amar Pandit , CFA , CFP

Carl Jung once said, “Until you make the unconscious conscious, it will direct your life and you will call it fate.” These words are powerful, especially for all of us.

November 8, 2024 | 2 Minute Read

Leadership

Are You Chasing Excellence or the Spotlight?

Amar Pandit , CFA , CFP

The other day, my colleague Sayok had an interesting conversation. He spoke with a mutual fund distributor Joseph, someone who should be focused on serving clients. But the convers ….Read More

November 5, 2024 | 5 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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